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FileInvite VS Freshsales CRM

Compare FileInvite VS Freshsales CRM and see what are their differences

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FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Visit Website

Freshsales CRM logo Freshsales CRM

A full-fledged CRM for high-velocity sales teams.
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

  • Freshsales CRM Landing page
    Landing page //
    2022-01-07

FileInvite

Website
fileinvite.com
Pricing URL
Official FileInvite Pricing
$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Edit details

Freshsales CRM

Website
freshworks.com
Pricing URL
-
$ Details
-
Platforms
-
Edit details

FileInvite videos

+ Add

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Freshsales CRM videos

+ Add

Freshsales CRM Tool Review, Pricing, and Features

More videos:

  • Demo - Freshsales CRM Demo
  • Demo - Freshsales CRM Demo | Freshsales Explained in Under 7 Minutes
  • Tutorial - FreshSales CRM Tutorial in 2024: How To Use FreshWorks CRM

Category Popularity

0-100% (relative to FileInvite and Freshsales CRM)

FileInvite

Freshsales CRM

Documents
100 100%
Documents
0% 0
CRM
0 0%
CRM
100% 100
Project Management
100 100%
Project Management
0% 0
Sales
0 0%
Sales
100% 100

User comments

Share your experience with using FileInvite and Freshsales CRM. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare FileInvite and Freshsales CRM

FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

Freshsales CRM Reviews

Top 21 Salesforce’s Competitors and Alternatives
Freshworks offers Freshsales, an AI-enabled solution for sales. This cloud-based platform provides lead scoring, phone, and email communications, and activity capturing. Although Freshsales can meet the needs of businesses of all sizes, it is best suited for SMBs.
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Freshsales is a reliable Copper alternative that can help you grow your business. This sales-focused CRM solution provides you the capabilities to optimize your sales cycle and maximize your revenue. Freshsales helps automate time-consuming tasks so you can focus more on forming stronger relationships with your customers. It unifies customer data to help you get complete...
Source: www.bigcontacts.com
8 Best CRM for eCommerce Business in 2019
Freshsales has made a name for itself in the CRM user experience department, with its simple and easy-to-use interface. But that’s not all Freshsales CRM does. It does away with the need for bulky setup procedures and integrations that take hours to be up and running. It collates all the functions of a legacy CRM system and gives eCommerce firms a dynamic solution to manage...
Source: www.softwaresuggest.com
Looking for a Salesforce alternative?
Try Freshworks CRM (formerly Freshsales)—one of the best Salesforce alternatives that costs less and scales with you as you grow.
Source: www.freshworks.com

Social recommendations and mentions

Based on our record, Freshsales CRM seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

Freshsales CRM mentions (1)

  • Freshworks MarketPlace apps using JavaScript Frameworks
    This template will show you how to build apps that uses the Customer data from the CRM product of Freshworks called Freshsales. This sample app will showcase the various apis and interfaces you can use to interface with the CRM product. If you are not familiar with these apis or if your are just starting to build an app using the CRM capabilities, this is the starter template you should be using. - Source: dev.to / almost 2 years ago

What are some alternatives?

When comparing FileInvite and Freshsales CRM, you can also consider the following products

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Onehub - Onehub helps businesses securely share and control files in the cloud.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

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